Overview

Looking for a primarily fee-based practice to purchase or succeed in Maryland or Delaware, Stuart, FL, Sarasota, FL, or St. Pete, FL. Ideally, we would find synergy to work out a glide path to slow down or retire for the advisor I would be succeeding. I have held my CPA license for 23 years and have a 19-year background in assisting closely-held businesses with everything from investment advisory to employee benefits. I strive to create consultative life-long and generational relationships with all of my clients.

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within 3 months

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